Filed March 29, 2023
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $68,328 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $17,636 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,643 | $89,436+62.8% | $164,813-11.6% | $77,643+87.6% |
| Participation rate | 97.3% | 78.6%+18.7pp | 78.6%+18.7pp | 70.6%+26.7pp |
| Annual return | 15.66% | 28.83%-13.2pp | 69.93%-54.3pp | 31.24%-15.6pp |
| Employer contribution / active EE | $12,335 | $2,569+380.2% | $4,341+184.2% | $2,726+352.5% |
| Participant deferral / active EE | $6,574 | $4,897+34.2% | $6,031+9.0% | $4,647+41.5% |
| Admin fee / account holder | $113 | $339-66.9% | $12,690-99.1% | $430-73.9% |